A complete list of active advisors currently associated with Pride of the West Financial, LLC
Warmer can help you find a great advisor at Pride of the West Financial, LLC or one who fits your needs even better.
The firm is registered as an investment adviser that manages discretionary assets and, according to its brochure, reports $46 million in discretionary AUM while offering investment advisory, comprehensive financial planning, and budgeting assistance to individuals and families. Its service descriptions include both ongoing portfolio management and standalone planning engagements. Pride of the West Financial accepts discretionary authority to place trades on behalf of clients and describes a long‑term investment approach that relies on fundamental analysis supplemented by technical and third‑party research; portfolios are reviewed quarterly with at least annual client reviews. The brochure also notes the firm provides financial planning on a fee‑for‑service or hourly basis in addition to charging percentage‑of‑AUM advisory fees. Several operational choices in the brochure distinguish the firm from many peers: it does not participate in wrap fee programs, it does not aggregate or place block trades and instead executes trades in each account, and it will not vote client proxies (clients receive solicitations directly). The firm is a sole owner/principal who holds CFP certification, opened recently, and discloses that it may compensate third parties for client referrals while not receiving soft‑dollar benefits.
To learn more about the advisors currently working at Pride of the West Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sheridan, WY
| 6
|
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